Introduction To Alternative Investments

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Alternative Investments: A Primer for Investment Professionals

Donald R. Chambers,Keith H. Black,Nelson J. Lacey
Alternative Investments A Primer for Investment Professionals Book PDF

Author : Donald R. Chambers,Keith H. Black,Nelson J. Lacey
Publisher : CFA Institute Research Foundation
Page : 128 pages
File Size : 51,7 Mb
Release : 2018
Category : Business & Economics
ISBN : 9781944960384

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Alternative Investments: A Primer for Investment Professionals by Donald R. Chambers,Keith H. Black,Nelson J. Lacey Pdf

Alternative Investments: A Primer for Investment Professionals provides an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management. The primer categorizes alternative assets into four groups: hedge funds, real assets, private equity, and structured products/derivatives. Real assets include vacant land, farmland, timber, infrastructure, intellectual property, commodities, and private real estate. For each group, the primer provides essential information about the characteristics, challenges, and purposes of these institutional-quality alternative assets in the context of a well-diversified institutional portfolio. Other topics addressed by this primer include tail risk, due diligence of the investment process and operations, measurement and management of risks and returns, setting return expectations, and portfolio construction. The primer concludes with a chapter on the case for investing in alternatives.

The Only Guide to Alternative Investments You'll Ever Need

Larry E. Swedroe,Jared Kizer
The Only Guide to Alternative Investments You ll Ever Need Book PDF

Author : Larry E. Swedroe,Jared Kizer
Publisher : John Wiley and Sons
Page : 238 pages
File Size : 41,9 Mb
Release : 2010-05-13
Category : Business & Economics
ISBN : 9780470885338

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The Only Guide to Alternative Investments You'll Ever Need by Larry E. Swedroe,Jared Kizer Pdf

The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book.

Getting Started in Alternative Investments

Matthew Dearth,Swee Yong Ku
Getting Started in Alternative Investments Book PDF

Author : Matthew Dearth,Swee Yong Ku
Publisher : John Wiley & Sons
Page : 310 pages
File Size : 41,5 Mb
Release : 2023-06-06
Category : Business & Economics
ISBN : 9781119860280

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Getting Started in Alternative Investments by Matthew Dearth,Swee Yong Ku Pdf

Explore exciting alternatives to traditional securities in this eye-opening investment resource In Getting Started in Alternative Investments: Understanding the World of Investment Strategies, a team of accomplished investment and finance experts delivers a concise and robust exploration of mainstream and alternative investments. From cryptocurrencies to streetwear, you'll learn about new opportunities for investment capturing the imagination of the latest generation of investors. In this book, the authors discuss investments as varied as catastrophe bonds and non-fungible tokens, as well as the growing influence of the ESG (Environmental, Social, and Governance) movement on different financial instruments. It also examines: More "traditional" alternatives to typical securities, like venture capital, private equity, and real estate-related investments "Modern" alternative investments, including alternative finance (e.g., peer-to-peer lending), insurance-linked securities, and impact investing Niche assets, such as intellectual property (e.g., royalties and patents), fractional ownership of collectibles, and income-sharing agreements Getting Started in Alternative Investments is a must-read book for individual and retail investors, as well as investment and finance professionals seeking to expand their investment horizons beyond traditional stocks and bonds.

CAIA Level I

CAIA Association,Mark J. P. Anson
CAIA Level I Book PDF

Author : CAIA Association,Mark J. P. Anson
Publisher : John Wiley & Sons
Page : 779 pages
File Size : 50,5 Mb
Release : 2009-10-02
Category : Business & Economics
ISBN : 9780470557242

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CAIA Level I by CAIA Association,Mark J. P. Anson Pdf

Not to be used after March, 2012 Exams – CAIA Level I, 2nd Edition should be used to prepare for September 2012 Exam. The official study text for the Level I Chartered Alternative Investment Analyst (CAIA) exam The Chartered Alternative Investment Analyst (CAIA) designation is the financial industry's first and only globally recognized program that prepares professionals to deal with the ever-growing field of alternative investments. The CAIA Level I: An Introduction to Core Topics in Alternative Investments contains all material on alternative investments that a potential Level I candidate would need to know as they prepare for the exam. The information found here will help you build a solid foundation in both traditional and alternative investment markets-for example, the range of statistics that are used to define investment performance as well as the many types of hedge fund strategies. It will also inform CAIA candidates on how to identify and describe aspects of financial markets, develop reasoning skills, and in some cases, make computations necessary to solve business problems. Contains "need to know" material for Level I candidates and for alternative investment specialists Addresses all of the unique attributes associated with the alternative investments space Organized with a study guide outline and learning objectives with key terms, available for free at www.caia.org/program/studyguides Focuses on alternative investments and quantitative techniques used by investment professionals This book is a must-have resource for anyone contemplating taking the CAIA Level I exam.

The Handbook of Alternative Investments

Darrell Jobman
The Handbook of Alternative Investments Book PDF

Author : Darrell Jobman
Publisher : John Wiley & Sons
Page : 246 pages
File Size : 50,6 Mb
Release : 2002-10-10
Category : Business & Economics
ISBN : 9780471421146

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The Handbook of Alternative Investments by Darrell Jobman Pdf

The first comprehensive guide to all types of alternative investments The Handbook of Alternative Investments is an indispensable working resource for investment managers, financial advisors, pension and endowment fund trustees, corporate treasurers, consultants, and estate planners. Authored by an all-star team of investment professionals and academics from across North America, the contributions featured in this groundbreaking guide were carefully selected. Darrell Jobman is a writer and editorial consultant in Deerfield, Illinois, dealing primarily with financial and futures markets. He is an acknowledged authority on derivative markets and has spent his career writing and publishing about them. He formerly was editor-in-chief of Futures Magazine and is currently a contributing editor. He has been an author, co-author, editor, or ghost-writer for a number of books, including The Handbook of Technical Analysis.

Alternative Investments

CFA Institute
Alternative Investments Book PDF

Author : CFA Institute
Publisher : John Wiley & Sons
Page : 675 pages
File Size : 51,6 Mb
Release : 2021-11-24
Category : Business & Economics
ISBN : 9781119850601

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Alternative Investments by CFA Institute Pdf

The complete guide to alternative investments, from experts working with CFA Institute Alternative Investments is the definitive guide to understanding non-traditional asset classes. Alternatives are a disparate group of investments that are distinguished from long-only, publicly traded investments in stocks, bonds, and cash (often referred to as traditional investments). Alternative investments include real estate, commodities, infrastructure, and other non-traditional investments such as private equity or debt and hedge funds. They are attractive to investors because of the potential for portfolio diversification resulting in a higher risk-adjusted return for the portfolio. Alternative Investments and its accompanying workbook (sold separately) lead students and investment professionals through the many characteristics of non-traditional assets, including: Narrow specialization of the investment managers Relatively low correlation of returns with those of traditional investments Less regulation and less transparency than traditional investments Limited historical risk and return data Unique legal and tax considerations Higher fees, often including performance or incentive fees Concentrated portfolios Restrictions on redemptions (i.e. “lockups” and “gates”) CFA Institute is the world's premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the markets, mechanisms, and use of alternatives will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike. Whether used alone or in conjunction with the companion workbook, Alternative Investments offers a complete course in alternative investments and their role in investment management.

An Introduction to Alternative Investments

Sameer Jain
An Introduction to Alternative Investments Book PDF

Author : Sameer Jain
Publisher : Unknown
Page : 13 pages
File Size : 44,9 Mb
Release : 2014
Category : Electronic
ISBN : OCLC:1308878004

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An Introduction to Alternative Investments by Sameer Jain Pdf

The alternative investments universe generally consists of investments outside of publicly traded real estate, equity and debt. It includes investments ranging from private commercial real estate, hedge funds and managed futures, liquid alternatives to illiquid private equity funds, and real asset and natural resource partnerships. Moreover, the alternative investments industry is rapidly evolving - expanding and increasing its ability to provide durable investment strategies, and therefore is attracting interest from a growing number of individual investors. This paper provides an overview of several examples of alternative investments.

Alternative Investments

CAIA Association,Hossein B. Kazemi,Keith H. Black,Donald R. Chambers
Alternative Investments Book PDF

Author : CAIA Association,Hossein B. Kazemi,Keith H. Black,Donald R. Chambers
Publisher : John Wiley & Sons
Page : 1401 pages
File Size : 50,6 Mb
Release : 2016-09-27
Category : Study Aids
ISBN : 9781119016380

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Alternative Investments by CAIA Association,Hossein B. Kazemi,Keith H. Black,Donald R. Chambers Pdf

In-depth Level II exam preparation direct from the CAIA Association CAIA Level II is the official study guide for the Chartered Alternative Investment Analyst professional examination, and an authoritative guide to working in the alternative investment sphere. Written by the makers of the exam, this book provides in-depth guidance through the entire exam agenda; the Level II strategies are the same as Level I, but this time you'll review them through the lens of risk management and portfolio optimisation. Topics include asset allocation and portfolio oversight, style analysis, risk management, alternative asset securitisation, secondary market creation, performance and style attribution and indexing and benchmarking, with clear organisation and a logical progression that allows you to customise your preparation focus. This new third edition has been updated to align with the latest exam, and to reflect the current practices in the field. The CAIA designation was developed to provide a standardized knowledge base in the midst of explosive capital inflow into alternative investments. This book provides a single-source repository of that essential information, tailored to those preparing for the Level II exam. Measure, monitor and manage funds from a risk management perspective Delve into advanced portfolio structures and optimisation strategies Master the nuances of private equity, real assets, commodities and hedge funds Gain expert insight into preparing thoroughly for the CAIA Level II exam The CAIA Charter programme is rigorous and comprehensive, and the designation is globally recognised as the highest standard in alternative investment education. Candidates seeking thorough preparation and detailed explanations of all aspects of alternative investment need look no further than CAIA Level II.

Handbook of Alternative Assets

Mark J. P. Anson
Handbook of Alternative Assets Book PDF

Author : Mark J. P. Anson
Publisher : John Wiley & Sons
Page : 720 pages
File Size : 45,7 Mb
Release : 2008-04-15
Category : Business & Economics
ISBN : 0470089229

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Handbook of Alternative Assets by Mark J. P. Anson Pdf

Since the first edition of the Handbook of Alternative Assets was published, significant events-from the popping of the technology bubble and massive accounting scandals to recessions and bear markets-have shifted the financial landscape. These changes have provided author Mark J. P. Anson with an excellent opportunity to examine alternative assets during a different part of the economic cycle than previously observed in the first edition. Fully revised and updated to reflect today's financial realities, the Handbook of Alternative Assets, Second Edition covers the five major classes of alternative assets-hedge funds, commodity and managed futures, private equity, credit derivatives, and corporate governance-and outlines the strategies you can use to efficiently incorporate these assets into any portfolio. Throughout the book, new chapters have been added, different data sources accessed, and new conclusions reached. Designed as both an introduction to the world of alternative assets and as a reference for the active investor, the Handbook of Alternative Assets, Second Edition will help you match alternative assets with your various investment goals.

The Little Book of Alternative Investments

Ben Stein,Phil DeMuth
The Little Book of Alternative Investments Book PDF

Author : Ben Stein,Phil DeMuth
Publisher : John Wiley & Sons
Page : 288 pages
File Size : 40,8 Mb
Release : 2011-02-25
Category : Business & Economics
ISBN : 1118075269

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The Little Book of Alternative Investments by Ben Stein,Phil DeMuth Pdf

Praise For THE LITTLE BOOK OF ALTERNATIVE INVESTMENTS "Ben and Phil have done it again. Another lucid, insightful book, designed to enhance your wealth! In today's stock-addled cult of equities, there is a gaping hole in most investors' portfolios...the whole panoply of alternative investments that can simultaneously help us cut our risk, better hedge our inflation risk, and boost our return. This Little Book is filled with big ideas on how to make these markets and strategies a treasured part of our investing toolkit." —Robert Arnott, Chairman, Research Affiliates "I have been reading Ben Stein for thirty-five years and Phil DeMuth since he joined up with Ben ten years ago. They do solid work, and this latest is no exception." —Jim Rogers, author of A Gift to My Children "If anyone can make hedge funds sexy, Stein and DeMuth can, and they've done it with style in this engaging, instructive, and tasteful how-to guide for investing in alternatives. But you should read this Kama Sutra of investment manuals not just for the thrills, but also to learn how to avoid the hazards of promiscuous and unprotected investing." —Andrew Lo, Professor and Director, MIT Laboratory for Financial Engineering

Exotic Alternative Investments

Kevin R. Mirabile
Exotic Alternative Investments Book PDF

Author : Kevin R. Mirabile
Publisher : Anthem Press
Page : 280 pages
File Size : 45,8 Mb
Release : 2021-01-05
Category : Business & Economics
ISBN : 9781785276118

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Exotic Alternative Investments by Kevin R. Mirabile Pdf

This book evaluates investment opportunities such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectables and other unique asset classes. It provides an in-depth analysis of the returns, risks, opportunities and portfolio effects for anyone who wants to expand their investment horizons. This book is for individual investors, financial advisors, and academics who desire knowledge about investment products beyond just stocks and bonds or vanilla hedge funds, private equity and real estate investments. It provides a critical link to industry data and original research to support the case for adding exotic alternative investments to traditional portfolios.

Introduction to Alternative Investments

Sameer Jain
Introduction to Alternative Investments Book PDF

Author : Sameer Jain
Publisher : Unknown
Page : 146 pages
File Size : 45,9 Mb
Release : 2021-02-16
Category : Electronic
ISBN : 9798710341384

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Introduction to Alternative Investments by Sameer Jain Pdf

This book is a compendium of select presentations and papers authored by Sameer Jain. The alternative investments universe consists of investments outside of publicly traded real estate, equity, and debt. It includes investments ranging from private commercial real estate, hedge funds and managed futures, liquid alternatives to illiquid private equity funds, and real asset and natural resource partnerships. As part of a larger series, the book serves as a primer and introduces the busy executive to the world of private and actively managed liquid and illiquid investments. - An Introduction to Alternative Investments- Considerations in Allocating to Alternative Investments- Active Risk in Asset Allocation- Alternative Investments Building Blocks - Illiquid Assets- Alternative Investments Building Blocks - A Quick Guide to "Quant-Speak"- Alternative Investments Building Blocks - Ten Commandments for Alternative Asset Allocation- Alternative Investments Building Blocks - Analyzing Manager Performance- Due Diligence Framework for Direct Investing- The Case for a Durable Income

CAIA Level I

Mark J. P. Anson,CAIA Association,Donald R. Chambers,Keith H. Black,Hossein Kazemi
CAIA Level I Book PDF

Author : Mark J. P. Anson,CAIA Association,Donald R. Chambers,Keith H. Black,Hossein Kazemi
Publisher : John Wiley & Sons
Page : 898 pages
File Size : 54,9 Mb
Release : 2012-04-24
Category : Business & Economics
ISBN : 9781118250969

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CAIA Level I by Mark J. P. Anson,CAIA Association,Donald R. Chambers,Keith H. Black,Hossein Kazemi Pdf

"CAIA Association has developed two examinations that are used to certify Chartered Alternative Investment Analysts. The Level I curriculum builds a foundation in both traditional and alternative investment markets--for example, the range of statistics that are used to define investment performance as well as the many types of hedge fund strategies. The readings for the Level II exam focus on the same strategies, but change the context to one of risk management and portfolio optimization. Level I CAIA exam takers have to work through an outline of terms, be able to identify and describe aspects of financial markets, develop reasoning skills, and in some cases make computations necessary to solve business problems"--

Alternative Investment Operations

Jason Scharfman
Alternative Investment Operations Book PDF

Author : Jason Scharfman
Publisher : Springer Nature
Page : 204 pages
File Size : 41,8 Mb
Release : 2020-08-29
Category : Business & Economics
ISBN : 9783030466299

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Alternative Investment Operations by Jason Scharfman Pdf

Alternative investments such as hedge funds, private equity, and fund of funds continue to be of strong interest among the investment community. As these investment strategies have become increasingly complex, fund managers have continued to devote more time and resources towards developing best practice operations to support the actual trade processing, fund accounting, and back-office mechanics that allow these strategies to function. Representative of this operational growth, estimates have indicated that fund managers have seen increased operating budgets of 30% or more in recent years. In today’s highly regulated environment, alternative investment managers have also increasingly had to integrate rigorous compliance and cybersecurity oversight into fund operations. Additionally, with recent advances in artificial intelligence and big data analysis, fund managers are devoting larger portions of their information technology budgets towards realizing technology-based operational efficiencies. Alternative investment fund service providers have also substantially increased their scope and breadth of their operations-related services. Furthermore, investors are increasingly performing deep-dive due diligence on fund manager operations at both fund level and management company levels. This book provides current and practical guidance on the foundations of how alternative investment managers build and manage their operations. While other publications have focused on generalized overviews of historical trading procedures across multiple asset classes, and the technical intricacies of specific legacy operational procedures, Alternative Investment Operations will be the first book to focus on explaining up-to-date information on the specific real-world operational practices actually employed by alternative investment managers. This book will focus on how to actually establish and manage fund operations. Alternative Investment Operations will be an invaluable up-to-date resource for fund managers and their operations personnel as well as investors and service providers on the implementation and management of best practice operations.

Research Handbook on Hedge Funds, Private Equity and Alternative Investments

Phoebus Athanassiou
Research Handbook on Hedge Funds Private Equity and Alternative Investments Book PDF

Author : Phoebus Athanassiou
Publisher : Edward Elgar Publishing
Page : 521 pages
File Size : 54,6 Mb
Release : 2012-01-01
Category : Business & Economics
ISBN : 9781849806084

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Research Handbook on Hedge Funds, Private Equity and Alternative Investments by Phoebus Athanassiou Pdf

This unique and detailed Handbook provides a comprehensive source of analysis and research on alternative investment funds in the EU, the US and other leading jurisdictions. Expert contributors offer an unparalleled perspective on the contemporary alternative funds industry, the main areas of regulatory policy concern surrounding its activities, and the role that alternative funds have played in recent financial crises, as well as an account of the rules governing their operation in selected jurisdictions. Providing insight and analysis of the contemporary investment funds industry at a time of crisis and transition, the Research Handbook on Hedge Funds, Private Equity and Alternative Investments will be a valuable tool for scholars, practitioners and policymakers alike.